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UMB Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

UMB Bank’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1K Hold
650
– – ﹤0.01% 1695
2025
Q4 		$15.2K Buy
+650
New +$15.3K ﹤0.01% 1652
2023
Q3 		– Sell
-5,000
Closed -$115K – 1740
2023
Q2 		$115K Buy
5,000
+2,402
+92% +$55.9K ﹤0.01% 674
2023
Q1 		$60.9K Sell
2,598
-1,976
-43% -$46K ﹤0.01% 794
2022
Q4 		$104K Sell
4,574
-3,546
-44% -$80.7K ﹤0.01% 688
2022
Q3 		$184K Buy
8,120
+234
+3% +$5.57K ﹤0.01% 620
2022
Q2 		$189K Sell
7,886
-5,628
-42% -$136K ﹤0.01% 638
2022
Q1 		$342K Buy
13,514
+36
+0.3% +$935 ﹤0.01% 543
2021
Q4 		$363K Buy
+13,478
New +$364K ﹤0.01% 546
2020
Q1 		– Sell
-8,796
Closed -$235K – 363
2019
Q4 		$235K Sell
8,796
-900
-9% -$24.1K 0.01% 335
2019
Q3 		$262 Hold
9,696
– – 0.01% 332
2019
Q2 		$257 Hold
9,696
– – 0.01% 326
2019
Q1 		$252K Hold
9,696
– – 0.01% 325
2018
Q4 		$245 Hold
9,696
– – 0.01% 297
2018
Q3 		$244K Sell
9,696
-158
-2% -$3.99K 0.01% 318
2018
Q2 		$249K Hold
9,854
– – 0.01% 305
2018
Q1 		$251K Hold
9,854
– – 0.01% 301
2017
Q4 		$257K Hold
9,854
– – 0.01% 297
2017
Q3 		$258K Sell
9,854
-554
-5% -$14.5K 0.01% 291
2017
Q2 		$272K Sell
10,408
-3,732
-26% -$97.3K 0.01% 285
2017
Q1 		$366K Buy
14,140
+5,086
+56% +$131K 0.01% 266
2016
Q4 		$233K Hold
9,054
– – 0.01% 309
2016
Q3 		$243K Hold
9,054
– – 0.01% 322
2016
Q2 		$243K Hold
9,054
– – 0.01% 309
2016
Q1 		$239K Hold
9,054
– – 0.01% 313
2015
Q4 		$233K Buy
+9,054
New +$235K 0.01% 319

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UMB Bank's SCHZ Position: Q1 2026 in Review

UMB Bank held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 650 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

UMB Bank first reported a position in SCHZ in Q4 2015 and has held it in 26 quarters since. The position peaked at $366K in Q1 2017. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • UMB Bank held 650 shares of Schwab US Aggregate Bond ETF worth $15.1K as of Q1 2026.
  • UMB Bank left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1695 holding.
  • UMB Bank first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and has held it in 26 quarters since.
  • UMB Bank's Schwab US Aggregate Bond ETF position peaked at $366K in Q1 2017.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.